M&G

Findings from M&G’s Family Wealth Unlocked report for 2023

Change in contribution is not exclusive to workplace pensions

Research looks at the skills most valued beyond the core advice itself

Taking a combined strategy provides a tax-efficient solution

Former Sandringham boss will replace Peter O’Sullivan in the new role

There is a five-step procedure to TSR calculations

The redundancy programme is part of £200m cost cutting drive

'Gives advisers greater flexibility and wider choice'

National IFA’s succession programme manages whole of sale process

Plymouth national IFA was minority acquired by M&G in March